Our People
Shawn Davis
Manager
Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.
Specializations
- Tax planning and preparation services for individuals, partnerships and corporations
- State & Local Tax (SALT)
- Multi-state tax
- Sales tax economic nexus provisions; online sales and sales tax compliance
- Complex tax topics
- Trust, gift and estate taxation
- Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
Professional Certifications and Education
- Certified Public Accountant
- Northwood University, Bachelor of Business Administration in Accounting and Management
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Publications/Seminars
- Economic Nexus for Sales Tax in Multiple States, November 2021
- Estate Planning 101, November 2022
- Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option is Best?, February 2022
- How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To, July 2021
Community Involvement
- Bay City Noon Rotary Club, board member
My Recent Posts
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Estate Planning 101
Learn more: Estate Planning 101 -
Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option is Best?
Learn more: Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option is Best? -
Economic Nexus for Sales Tax in Multiple States
Learn more: Economic Nexus for Sales Tax in Multiple States